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Wealthspire Advisors (New York)’s Columbia Multi-Sector Municipal Income ETF MUST Stock Holding History

Wealthspire Advisors (New York)’s Portfolio MUST Stock Details MUST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-75,768
Closed -$1.57M – 821
2024
Q3 		$1.57M Sell
75,768
-92,900
-55% -$1.92M 0.02% 288
2024
Q2 		$3.44M Buy
+168,668
New +$3.45M 0.04% 140

Other funds holding MUST

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HP
Haven Private Orlando, Florida $263M AUM 21.06% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthspire Advisors (New York)'s MUST Position: Q4 2024 in Review

Wealthspire Advisors (New York) sold out of Columbia Multi-Sector Municipal Income ETF (MUST) in Q4 2024, closing a stake of 75,768 shares — an estimated $1.57M sold.

Wealthspire Advisors (New York) first reported a position in MUST in Q2 2024 and held it in 2 quarters. The position peaked at $3.44M in Q2 2024. 78 funds tracked by Wall St. Rank hold MUST as of Q4 2024.

  • Wealthspire Advisors (New York) reported no remaining Columbia Multi-Sector Municipal Income ETF position as of Q4 2024 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 75,768 Columbia Multi-Sector Municipal Income ETF shares in Q4 2024, an estimated $1.57M.
  • Wealthspire Advisors (New York) first reported a position in Columbia Multi-Sector Municipal Income ETF in Q2 2024 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Columbia Multi-Sector Municipal Income ETF position peaked at $3.44M in Q2 2024.
  • 78 funds tracked by Wall St. Rank held Columbia Multi-Sector Municipal Income ETF as of Q4 2024.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2024, filed 4 Feb 2025.